Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / NTF EQUITY FUNDS
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
48,139
-
Shares change
-
+10,136
-
Total reported value, excl. options
-
$1,243,000
-
Value change
-
+$261,709
-
Number of buys
-
2
-
Number of sells
-
-1
-
Price
-
$25.82
Significant Holders of AMERICAN FUNDS INCOME FUND OF AMER F2 - NTF EQUITY FUNDS as of Q4 2021
3 filings reported holding 453320822 - AMERICAN FUNDS INCOME FUND OF AMER F2 - NTF EQUITY FUNDS as of Q4 2021.
AMERICAN FUNDS INCOME FUND OF AMER F2 - NTF EQUITY FUNDS has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 48,139 shares
.
Largest 3 shareholders include ENCOMPASS WEALTH ADVISORS, LLC (37,953 shares), 55I, LLC (9,651 shares), and Barrett Asset Management, LLC (535 shares).
This table shows the top 3 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.